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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$44.58
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
CBARX vs RLBAX Comparison Chart
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CBARX vs. RLBAX commentary
May 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. CBARX (1.33B). CBARX pays higher dividends than RLBAX: CBARX (1.64) vs RLBAX (1.28). CBARX was incepted earlier than RLBAX: CBARX (6 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than CBARX: RLBAX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 5.95 vs. RLBAX (3.43). CBARX return over 5 years is better than : 42.19 vs. RLBAX (32.37).
| CBARX | RLBAX | CBARX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -1.728 | 0.096 | -1,809% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 234B | 1% |
| Annual Yield % from dividends | 1.64 | 1.28 | 129% |
| Returns for 1 year | 5.95 | 3.43 | 174% |
| Returns for 3 years | 27.84 | 19.38 | 144% |
| Returns for 5 years | 42.19 | 32.37 | 130% |
| Returns for 10 years | N/A | 44.68 | - |
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